Polus · RUS:PLZL
Polus — Polyus Gold International — London Stock Exchange Metals & BRICs Investor Day 2012
11 slides from Polus's conference presentation, July 2012
Slide 1: Polyus Gold International
Polyus Gold International German Pikhoya, CEO London Stock Exchange Metals & BRICs Investor Day July 2012
Slide 2: Disclaimer
Disclaimer The information contained herein has been prepared using information available to Polyus Gold International Limited (“PGIL”) at the time of preparation of the presentation. External or other factors may have impacted on the business of PGIL and the content of this presentation, since its
Slide 3: Established gold producer
Established gold producer A major global gold producer and the largest producer in CIS Polyus Gold International – leading gold producer The world’s largest gold reserves1 One of the leading gold producers globally moz 140 3rd largest gold reserves globally 140 8th largest pure gold producer w
Slide 4: Enhanced Corporate Governance: PGIL shares premium listed on LSE
Enhanced Corporate Governance PGIL shares premium listed on LSE as of 19 June 2012 Rationale for obtaining the Premium Listing Shareholder structure Raise PGIL’s global profile ONEXIM Free Float Nafta Listing platform for top international mining companies 40.22% 37.78% 22.00% Broadest and most
Slide 5: Enhanced Corporate Governance: High profile, UK Corporate Governance Code compliant board
Enhanced Corporate Governance High profile, UK Corporate Governance Code compliant board Independent Ex-Chairman and CEO of Kinross Gold Corp, Non-Executive Robert Buchan Chairman and CEO of Elgin Mining Inc., Chairman Executive Chairman of Allied Nevada Corporation Senior Audit Committee; Nominatio
Slide 6: PGIL share performance
PGIL share performance PGIL share price performance vs. relevant indices and gold price PGIL relative share performance on LSE YTD 130% 120% 110% +5% PGIL 100% 0% Gold price -1% MSCI Russia -2% FTSE 100 90% 80% -20% FTSE Gold Mines 70% 1-Jan-12 1-Feb-12 1-Mar-12 1-Apr-12 1-May-12 1-Jun-12 1-Jul-12 S
Slide 7: PGIL share liquidity on the LSE
PGIL share liquidity on the LSE Average daily traded volume nearly tripled in 2Q vs. 1Q PGIL share trading in % of Free Float 3.0% PGIL (LSE) Average for the period 2.5% 2.0% 1.5% 1.0% 0.63% 0.5% 0.26% 0.0% 1-Jan-12 1-Feb-12 1-Mar-12 1-Apr-12 1-May-12 1-Jun-12 1-Jul-12 London listed peer comparison
Slide 8: Gold mining industry: Access to quality gold reserves
Gold mining industry: addressing challenges Access to quality gold reserves Industry challenge: low discoveries despite Polyus response: capitalizing on extensive higher exploration expenditure reserve base through ongoing exploration PGIL proved and probable reserves Global gold industry explorat
Slide 9: Gold mining industry: Availability of qualified labour force
Gold mining industry: addressing challenges Availability of qualified labour force Industry challenge: shortfall of mining professionals leading to skilled labour shortage Polyus response: proactively sourcing qualified workforce from Russia, CIS and abroad We are actively managing our staffing PG
Slide 10: Gold mining industry: Cost performance
Gold mining industry: addressing challenges Cost performance Industry challenge: growing commodity prices drive operating and capital costs higher Polyus response: focusing on cost control through enhanced R&D and sophisticated mining fleet management Our cash costs have been sustained in the Glob
Slide 11: Gold mining industry: Political and tax instability
Gold mining industry: addressing challenges Political and tax instability Industry challenge: increased political instability, royalty and tax burden Polyus response: operating in predictable political and tax environment More than 50% of the recent gold industry expansion capex is in the ‘new reg
Polyus Gold International — London Stock Exchange Metals & BRICs Investor Day 2012 on 6ix